25 Aug’17

D365 Field ServiceEmbedding D365 Field Service Charts in D365 Online Portals

Introduction:

This blog explains how to embed D365 Field Service Charts in D365 Online Portals.

Steps of Implementation:

1. Get Guid of Chart and View used for Chart in D365 Field Service.

2. Create a new Web Template, Portals -> Web Templates and write code in Source field with Chart ID and View ID  as copied in Step 1 as below.

3. Create a new Page Template, Portals -> Page Templates and set details as highlighted below.

4. Create a new Web Page in D365 Online Portals and set Page Template created in Step 3.

5. Create a new Link for Dashboard in D365 Online Portals.

  • Hover Mouse on Home button and click on Edit option.
  • Click on New button as highlighted below.
  • Enter details as shown below and click on Save button.

Conclusion:

Above description in blog helps users to create Dashboard in D365 Online Portals by embedding D365 Field Service Charts as below.

 

Written by

Shailesh Wath

ERP Consultant

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